MY QL STORY - Amazon S3 · MY QL STORY A Story Development Workbook for QL Instructors. 2 8 ©2015...

39
MY QL STORY A Story Development Workbook for QL Instructors

Transcript of MY QL STORY - Amazon S3 · MY QL STORY A Story Development Workbook for QL Instructors. 2 8 ©2015...

Page 1: MY QL STORY - Amazon S3 · MY QL STORY A Story Development Workbook for QL Instructors. 2 8 ©2015 KW Kids Can, Inc. and Rellek Publishing Partners, Ltd. LIFE ARE YOU LEADING? WHOSE

MY QL STORY

A Story Development Workbook for QL Instructors

Page 2: MY QL STORY - Amazon S3 · MY QL STORY A Story Development Workbook for QL Instructors. 2 8 ©2015 KW Kids Can, Inc. and Rellek Publishing Partners, Ltd. LIFE ARE YOU LEADING? WHOSE

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LIFEARE YOU LEADING?

WHOSE

HOW DO YOU KNOW?

GOAL:Dig deep and really consider what and who is steering your choices.

I commit to completing this by:

Completed on:

MANUAL: PP. 8-9

WHAT SPECIFIC EVIDENCE IS THERE THAT I AM LEADING MY OWN LIFE?

IS THERE EVIDENCE THAT I AM NOT LEADING MY OWN LIFE IN CERTAIN AREAS?

#TAKEACTION: AN ACTION STEP I CAN TAKE TO LEAD MY OWN LIFE MORE FULLY THAN I ALREADY AM IS…

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MANUAL: PP. 12-13

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1 IT’S ALL ABOUT SMALL MOVEMENTSA QUANTUM LEAP

quantumquan·tum • \’kwän-təm\

1. significant

2. a measure of the smallest amount of energy that something can possess

3. a sudden, important change

EVERYTHING IS A CHOICEGOOD AT CHOOSING

GOAL:Open yourself up to a slight, yet significant, change.

WHO DO I NEED TO BECOME IN ORDER TO HAVE THE IMPACT I DESIRE TO HAVE AS A QL INSTRUCTOR?

WHAT SMALL, SUDDEN CHANGE HAVE I MADE IN THE PAST THAT HAD A SIGNIFICANT IMPACT IN MY LIFE AND WHAT WAS THE IMPACT?

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1 THOUGHTS ALWAYS COME FIRSTA QUANTUM LEAP

WHAT YOU

WHAT YOU WHO YOU

WHAT YOU

DETERMINES DETERMINESDO

ARE

THINK

DO

GOAL:Recognize that what you manifest in the physical world always begins in your mind.

MANUAL: PP. 14-15

THE THINGS I THINK ABOUT MOST OFTEN ARE…

A THOUGHT I HAVE FREQUENTLY THAT ISN’T SERVING ME IS…

A MORE PRODUCTIVE THOUGHT I COULD REPLACE THAT WITH IS…

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GOAL:Recognize that what you manifest in the physical world always begins in your mind.

“We are what we think. All that we are arises with our thoughts. With our

thoughts, we make the world.”

- Buddha

INSIDE OUTSIDE

FIRST CREATION SECOND CREATION

THOUGHTS

SPIRIT

IDEAS

BELIEF

WHAT YOU SEE INSIDE

DEEDS

IN THE FLESH

RESULTS

REALITY

WHAT YOU GET OUTSIDE

become manifests

before becomes

is

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td.LEARNING

WORKING

PLAYING

TIME WAITS FOR NO ONELET’S BEGIN THE LEAP!

PARTSOF

ESSENTIAL

THROUGHOUTLIFE

LIFE

TRADITIONAL THINKING

then thenEDUCATION WORK RETIREMENT

GOAL:Recognize learning, working, and playing as essential parts of life – throughout life.

MANUAL: PP. 18-19

HOW COULD I PLUS MY RESULTS IN EACH OF THESE THREE AREAS?

I commit to completing this by:

Completed on:

#TAKEACTION: THE ACTION I CAN TAKE TO ENSURE EACH OF THESE ESSENTIAL PARTS OF LIFE ARE REPRESENTED IN MY CURRENT EXPERIENCE IS…

WHAT DO EACH OF THESE ESSENTIAL PARTS OF LIFE LOOK LIKE FOR ME RIGHT NOW?

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BALANCE IS BUNKLET’S BEGIN THE LEAP!

AN

IS A

EXTRAORDINARY

COUNTERBALANCINGLIFE

ACT

GOAL:Choose to lead a counterbalanced life.

MANUAL: PP. 20-21

WHAT ARE ALL OF THE THINGS THAT SEEM IMPORTANT IN MY LIFE RIGHT NOW? (BRAIN DUMP EXERCISE)

GIVEN MY LIST OF IMPORTANT THINGS, WHAT MIGHT EFFECTIVE COUNTERBALANCE LOOK LIKE FOR ME RIGHT NOW?

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You won’t KNOW it all; life is too complex.

You won’t DO it all; your time is too limited.

You won’t HAVE it all; life offers too much.

IDENTIFY WHAT

MATTERS MOST

THE DILEMMALET’S BEGIN THE LEAP!

KNOWDesire to

HAVEDesire to

DODesire to

GOAL:Identify those things that matter most in your life.

MANUAL: PP. 22-23

WHICH ACTIVITIES FROM MY BRAIN DUMP MATTER MOST RIGHT NOW? (WHAT MATTERS MOST EXERCISE)

WHAT ACTIVITY FROM MY BRAIN DUMP COULD I CHOOSE TO LET GO OF FOR NOW?

WHEN I FEEL THE PULL TO “TEND TO” THIS ACTIVITY, WHAT COULD I DO TO ENSURE I REMAIN FOCUSED ON WHAT MATTERS MOST?

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MANUAL: PP. 24-25

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YOUR MIND MAPLET’S BEGIN THE LEAP!

START DEVELOPINGYOUR MIND MAP

25

GOAL:Decide to make your future the authority over today.

LIFE PRODUCTIVITY

WHO AM I?

DON’T PASS GO WITHOUT MAKING

A DECISION ABOUT THIS.

What am I going to do?

Take who you are and go out and do

something with your career.

It’s addition. We’re not leaving anything behind.

What are we going to do?

Now take that and succeed through

others.

What is my money going to do?

Now take that and succeed through

your money.

PERSONAL PRODUCTIVITY

LIFE MEANING

POTENTIAL

CAREER POTENTIAL

BUSINESS PRODUCTIVITY

FINANCIAL PRODUCTIVITY

POTENTIAL THROUGH OTHERS

POTENTIAL THROUGH

MONEY

“When you take responsibility for your life you take back your power over your life.”

- Gary Keller

GOAL:Decide to make your future the authority over today.

WHO AM I? GENERALLY SPEAKING, WHAT DO I WANT MY LIFE TO BE ABOUT?

WHAT AM I GOING TO DO? GENERALLY SPEAKING, HOW AM I GOING TO POSITION MYSELF TO TAKE ACTION ON WHO I AM AND WHAT I WANT MY LIFE TO BE ABOUT?

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MANUAL: PP. 30-31

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SUCCESSLOOK LIKE?

WHAT DOES

31

GOAL:

“You’re never more than 5 years from the extraordinary you.”

- Gary Keller

Choose to study success.

THE SCIENCE OF SUCCESS

OBSERVED RESULTS

WE SEE THE RESULTS, NOT THE SCIENCE.

GOAL:Choose to study success.

HOW DO I DEFINE SUCCESS?

WHAT HAVE I PREVIOUSLY PURSUED THINKING IT WOULD LEAD TO SUCCESS AND LATER REALIZED IT WASN’T IN ALIGNMENT WITH MY GOALS? WHAT DID I LEARN FROM THIS?

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MANUAL: PP. 34-35

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FOLLOW THE PATH OF MASTERYThe Science of Success

MASTERY:a way of

a way of

THINKINGACTINGJOURNEY YOU

EXPERIENCEand a

GOAL:Commit to becoming a black belt in the areas you have determined matter most in your life.

ONE THING I HAVE MASTERED AT A HIGH LEVEL IS…

THE ROLE THAT SELF-MASTERY PLAYED IN THIS PROCESS WAS…

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MANUAL: PP. 36-37

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MOST PEOPLE’S DAY A HIGH ACHIEVER’S DAY

WANT EXTRAORDINARY RESULTS?

MATTERS MOST

CRUSH IT ON YOUR 20%The Science of Success

ON WHATLEARN TO FOCUS

EVERYTHING ELSE

WHAT MATTERS MOST

EVERYTHING ELSE

WHAT MATTERS

MOST

37

GOAL:

“The majority of what you want will come from the minority of what you do.”

- The ONE Thing

Create a Success List.

EXTREME PARETO

2520% 20%

5 1

PARETO’S PRINCIPLE (THE 80/20 RULE)

Pareto’s Principle is named after Italian economist Vilfredo Pareto, who, in 1906, discovered that 80% of the land in Italy was owned by 20% of the population. As it turns out, this 80/20 distribution of cause and effect occurs very frequently. In his book The 80/20 Principle, Richard Koch explains this predictable pattern as follows: “The 80/20 Principle asserts that a minority of causes, inputs, or effort usually lead to a majority of the results, outputs, or rewards.”

GOAL:Create a Success List.

WHAT ARE ALL THE MAJOR TASKS I ACCOMPLISHED YESTERDAY?

HOW DO MY ACTIVITIES COMPARE WITH MY LIST FROM THE “WHAT MATTERS MOST” ACTIVITY? ARE MY DAILY ACTIONS IN ALIGNMENT WITH MY GOALS?

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MANUAL: PP. 38-39

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The Science of Success

MOVE FROM “E” TO “P”

THE FUNDAMENTAL CEILING OF ACHIEVEMENT

P

“DOING WHAT COMES NATURALLY”

“DOING WHAT COMES

UNNATURALLY”

E

NATURAL EVOLUTION

THIS PROCESS IS

IT IS NOT A

AND A STEP.A DECISION,A MOMENT OF TRUTH,

GOAL:Choose to become purposeful where it matters.

WHAT WOULD IT LOOK LIKE IF I CHALLENGED MY CEILING OF ACHIEVEMENT WHERE IT MATTERS?

#TAKEACTION: THE ACTION I WILL TAKE THIS WEEK TO CHALLENGE MY CEILING OF ACHIEVEMENT IS?

WHAT CEILINGS OF ACHIEVEMENT ARE KEEPING ME FROM ACHIEVING MY GOALS?

I commit to completing this by:

Completed on:

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MANUAL: PP. 40-41

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The Science of Success

BECOME LEARNING-BASED

ENLIGHTENMENT PRODUCTIV ITY

KNOW FOR DOING’S SAKE

KNOW FOR KNOWING’S

SAKE

LEADS TO “KNOW” WHERE

HIGHER SELF-ACTUALIZATION

ACTION

INSIDE OUTSIDE

LEARNING-BASED INDIVIDUAL

An individual who has made the decision to use effective learning as the foundation piece for their action plans to develop their life.

“I KNOW WHAT I KNOW AND THERE IS MORE TO KNOW.”

GOAL:Choose to make learning the foundation of your action plan.

WHICH AREAS OF MY LIFE WOULD BENEFIT FROM A GREATER FOCUS ON LEARNING?

I commit to completing this by:

Completed on:

HOW HAVE I MADE LEARNING THE FOUNDATION OF MY ACTION PLAN IN VARIOUS AREAS OF MY LIFE?

#TAKEACTION: THE NEXT LEARNING OPPORTUNITY I AM GOING TO TAKE ADVANTAGE OF IS…

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MANUAL: PP. 42-43

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REMOVE YOUR LIMITING BELIEFSThe Science of Success

REMOVE YOUR

LIMITINGBELIEFS

GOAL:Identify and reframe a limiting belief.

HOW CAN I REFRAME THAT LIMITING BELIEF TO MAKE IT AN UNLIMITING BELIEF?

WHAT LIMITING BELIEF IS HOLDING ME BACK FROM MY GREATEST POTENTIAL?

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MANUAL: PP. 44-45

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CHOOSE TO BE ACCOUNTABLEThe Science of Success

LIFE HAPPENS

V ICTIM ACCOUNTABLE

AVOIDS REALITY

FIGHTS REALITY “That’s not how I see it.”

BLAMES “It’s not my fault—it’s yours.”

PERSONAL EXCUSES “Nobody told me.”

WAITS & HOPES “It’s out of my hands.”

SEEKS REALITY

ACKNOWLEDGES REALITY “I see what’s going on.”

OWNS IT “If it’s to be, it’s up to me!”

FINDS SOLUTION “What can I do?”

GETS ON WITH IT “This is what I will do.”

1

2

3

4

5

GOAL:Recognize the unavoidable connection between accountability and success.

#TAKEACTION: THE ACTION I WILL TAKE TO INCREASE MY LEVEL OF ACCOUNTABILITY IS…

I commit to completing this by:

Completed on:

HOW IS MY LEVEL OF ACCOUNTABILITY IN VARIOUS AREAS OF MY LIFE IMPACTING MY SUCCESS?

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MANUAL: PP. 46-47

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THE MINDSET OF SUCCESSThe Science of Success

I AM PURPOSEFUL ABOUT THE THINGS THAT MATTER.

I FOCUS ON THE 20% THAT MATTERS MOST.

I USE LEARNING AS THE FOUNDATION OF MY ACTION PLAN.

I OPERATE FROM UNLIMITING BELIEFS.

I FOLLOW THE PATH OF MASTERY.

I LIVE THE CYCLE OF ACCOUNTABILITY.

GOAL:Entertain a vision of your own success that captures your imagination.

HOW IS MY CURRENT MINDSET CONTRIBUTING OR DETRACTING FROM THIS VISION?

WHAT IS MY VISION FOR MY OWN SUCCESS?

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MANUAL: PP. 48-49

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3 THE BRIDGE BETWEEN ACTION AND HABITThe Science of Success

HABITS DISCIPLINESReality

MindsetPersistent Action

AuthorityPrayer & Mediation

Gratefulness

NutritionExercise

Stress Management

Play TimePay Time

Organization Time

Gross Income70/30 Rule

Value/Accountability

Unique AbilityLeverage

New Capacities & Repairs

SELF

SPIRITUAL

PHYSICAL

TIME

MONEY

GROWTH

123456

THE 6 LIFE DISCIPLINE AREAS

GOAL:Decide to become a person of powerful habits through selected discipline.

WHAT HABITS AM I MISSING?

WHAT POWERFUL HABITS DO I HAVE THAT ARE MOVING ME TOWARD MY GOALS?

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MANUAL: PP. 50-51

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3

FINANCIAL SPOUSE

MENTORS AND ROLE MODELS LOVE

THE PERSON YOU DETERMINE

WEALTH FOR

TOP 5 FINANCIAL WEALTH DETERMINERS

TOP 25 PROFESSIONAL ALLIED RESOURCES

YOU

BUSINESS KIDS

CAREER PARENTS

PERSONAL SIBLINGS

PHYSICAL RELATIVES

SPIRITUAL FRIENDS & CO-WORKERS

2

3

4

1

56

21

1

14

7

22 23 24 25

2

15

83

16

9 10 11 12 134

17 2019

5

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NO ONE SUCCEEDS ALONEThe Science of Success

4 51 2 3

GOAL:Become strategic about your relationships. Begin today!

THE PEOPLE I SPEND THE MOST TIME WITH ARE…

IF FIVE YEARS FROM NOW I WAS THE AVERAGE OF THESE PEOPLE IN EVERY ASPECT OF MY LIFE—HEALTH, RELATIONSHIPS, SPIRITUALITY, WEALTH, BUSINESS, ETC.—HOW WOULD I FEEL ABOUT MYSELF?

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MANUAL: PP. 58-59

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KNOW

POTENTIAL IS?

HOW DO YOU

WHAT YOUR

GOAL:Challenge your current thinking and identify the limiting beliefs that may be holding you back.

HOW CAN I EMBRACE FAILURE MORE FULLY TO ACCELERATE MY RESULTS?

WHAT FACTORS CONTRIBUTE TO MY POTENTIAL?

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MANUAL: PP. 62-63

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4 BIG IS BAD

PLANS

THERE’S ONLY

YOU CAN GOSO FAR

SMALLWITH

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GOAL:

“We are kept from our goal, not by obstacles but by a clear path to a lesser goal.”

- Robert Brault

Select a One-Year Goal and make it a BIG GOAL by doubling it.

BIG GOALS REQUIRE A BIG PLAN, WHICH LEADS TO A BIG OUTCOME

BIG OUTCOME

SMALL OUTCOMEACTIONS

ACTIONSPLAN

PLAN

GOAL:Select a One-Year Goal and make it a BIG GOAL by doubling it.

HOW COULD I MAKE A CURRENT GOAL OF MINE A BIG GOAL?

HOW DOES MY ACTION PLAN NEED TO CHANGE TO PUT ME ON THE RIGHT TRAJECTORY?

#TAKEACTION: THE NEXT ACTION STEP I WILL TAKE TOWARD MY GOAL IS?

I commit to completing this by:

Completed on:

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MANUAL: PP. 64-65

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4 SUCCESS REQUIRES A DISCIPLINED LIFEDI

SCIP

LINE

TIME

DAY 66SWEET SPOT

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GOAL:

“Develop empowering habits. They will define you more than anything else.”

- Gary Keller

Identify a habit you want to create and start a 66-Day Challenge today.

6 LIFE DISCIPLINE AREAS

SELF

SPIRITUAL

PHYSICAL

TIME

MONEY

GROWTH

The habit I choose for my 66-Day Challenge is:

1

2

3

4

5

6

GOAL:Identify a habit you want to create and start a 66-Day Challenge today.

I COMMIT TO BRINGING DISCIPLINE TO THE FOLLOWING AREA OF MY LIFE IN ORDER TO CREATE A HABIT…

ESTABLISHING THIS HABIT WILL HAVE THE FOLLOWING IMPACT ON MY SUCCESS…

#TAKEACTION: THE NEXT 66-DAY CHALLENGE I COMMIT TO IS…

I commit to starting this 66-Day Challenge on:

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MANUAL: PP. 66-67

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4 MULTITASKING SAVES TIME

MULTITASKING

WHAT MATTERS MOST WHAT MATTERS MOSTREORIENT

WHAT MATTERS MOST

FOCUSED ATTENTIONSW

ITCH

Start

Start

Finish

Finish

ONCE YOU’VE IDENTIFIED WHAT MATTERS MOST RIGHT NOW

GIVE IT YOURFOCUSED ATTENTION

TIME

TIME

DISTRACTION

GOAL:Recognize the negative impact multitasking has on your effectiveness.

WHAT WOULD IT LOOK LIKE IF INSTEAD OF MULTITASKING I GAVE MY FOCUSED ATTENTION TO THE THINGS THAT MATTER MOST?

IN WHAT AREAS OF MY LIFE AM I LESS EFFECTIVE DUE TO MULTITASKING?

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MANUAL: PP. 68-69

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4 WILLPOWER IS ALWAYS ON WILL-CALL

LIMITED

LIFEBATTERY

WILLPOWER HAS A

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GOAL:

“On any given day, you have a limited supply of willpower, so decide what matters and

reserve your willpower for it.”

- The ONE Thing

Formulate a strategy for maximizing a limited supply of willpower.

WILLPOWER

The WILL to SAY YES to what you need to do.

The POWER to SAY NO to everything else.

GOAL:Formulate a strategy for maximizing a limited supply of willpower.

WHAT ARE THE SIGNS THAT MY WILLPOWER IS LOW?

#TAKEACTION: ONE ACTION STEP I CAN TAKE TO ENSURE I DO WHAT MATTERS MOST WHEN MY WILLPOWER IS THE STRONGEST IS….

I commit to completing this by:

Completed on:

WHEN IS MY WILLPOWER TYPICALLY THE STRONGEST?

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5 YOUR PERSONAL LIFE MISSIONGoal Setting To The Now

IS THE

TO

STRAIGHTESTPATH

PURPOSE

PERSONALPOWER

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GOAL:

“Pick a direction, start marching down that path, and see how you like it. Time brings clarity, and if you find you don’t

like it, you can always change your mind. It’s your life.”

- The ONE Thing

Begin “dating” a Personal Mission Statement.

vs.

Your Life Purpose

Always In Progress

Specific Desired Result

Can Be Completed

GOAL MISSION

GOAL:Begin “dating” a Personal Mission Statement.

MY PERSONAL MISSION IS…

MY MISSION ALIGNS WITH WHAT I SAID I WANTED MY LIFE TO BE ABOUT AND HOW I DECIDED TO POSITION MYSELF IN ORDER TO TAKE ACTION IN THE FOLLOWING WAY…

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5 A TOOLBOX FOR WHAT MATTERS MOST

WHAT YOU SEE IS DETERMINED BY WHAT YOU DON’T

Goal Setting To The Now

POWERLESSPRIORITY

PURPOSEWITHOUT

IS

PRODUCTIVITY

PRIORITY

PURPOSE

75

GOAL:

“Purpose has the power to shape our lives only in direct proportion to the power of the priority we connect to it.”

- The ONE Thing

Recognize that your priority is the ONE Thing you can do right now to achieve your goals.

GOAL SETTING TO THE NOW

Develop a plan using my G-P-S

Utilize my 4-1-1 in order to be on target with my plan

Prioritize my actions using the Focusing Question

Time block what matters most

Ensure I stay on track through accountability

45

3

1

2

You Can’t Start a Fire if You Keep Moving Around

GOAL:Recognize that your priority is the ONE Thing you can do right now to achieve your goals

WHERE WOULD I LIKE TO “START A FIRE” IN MY LIFE BY FOCUSING ON MY PRIORITY?

WHAT DOES PRODUCTIVITY LOOK LIKE IN THIS AREA? WHAT IS MY INTENT?

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5 TOOL #1: G-P-S Goal Setting To The Now

NAME:

YEAR:

GOAL: A specific and measurable time-specific goal from one area of your life.

PRIORITY 1: The most important priority to focus on in order to achieve your goal.

STRATEGY 1: The activities or action steps to accomplish Priority 1, in order of importance.

STRATEGY 2:

STRATEGY 3:

STRATEGY 4:

STRATEGY 5:

PRIORITY 2: The second most important priority to focus on in order to achieve your goal.

STRATEGY 1: The activities or action steps to accomplish Priority 2, in order of importance.

STRATEGY 2:

STRATEGY 3:

STRATEGY 4:

STRATEGY 5:

PRIORITY 3: The third most important priority to focus on in order to achieve your goal.

STRATEGY 1: The activities or action steps to accomplish Priority 3, in order of importance

STRATEGY 2:

STRATEGY 3:

STRATEGY 4:

STRATEGY 5:

G-P-S

77

GOAL:

“A goal without a plan is just a wish.”

- Antoine de Saint-Exupéry

Outline a plan for a One-Year Goal using the G-P-S.

GOAL:

PRIORITIES:

STRATEGIES:

G-P-S TIPS

Identifying 3-4 areas of priority forces you to select the most important things – the 20%. If you need more than 4 priorities, your goal may be too broad.

More than 6 strategies for any one priority likely means your priority is too broad. Fewer than 3 strategies for one priority likely means your priority is too narrow and may in fact be a strategy.

This is your ONE Thing for the year (or specific date) in a particular area of your life: physical, business, relationships, financial, etc. Your G-P-S in the area of business is a one-page business plan.

GOAL:Outline a plan for a One-Year Goal using the G-P-S.

WHICH STRATEGIES COULD I FOCUS ON TO PLUS MY RESULTS?

HOW AM I DOING ON MY G-P-S RIGHT NOW?

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NAME:

YEAR:

MONTH:

ANNUAL GOALS

MONTHLY GOALS

WEEKLY GOALS

WEEK 1

WEEK 2

WEEK 3

WEEK 4

5 TOOL #2: 4-1-1Goal Setting To The Now

4-1-1

GOAL:Utilize the 4-1-1 to plan the action steps necessary to reach your goals.

HOW EFFECTIVELY AM I UTILIZING MY 4-1-1?

HOW COULD I USE THIS TOOL EVEN MORE EFFECTIVELY THAN I ALREADY AM?

WHAT WOULD THAT DO FOR MY RESULTS?

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5

Based on my Five-Year Goal, what is the ONE Thing I can do this year?

Based on my One-Year Goal, what is the ONE Thing I can do this month?

Based on my Monthly Goal, what is the ONE Thing I can do this week?

Based on my Weekly Goal, what is the ONE Thing I can do today?

Five-Year Goal

TOOL #3: THE FOCUSING QUESTION

2

3

4

5

1What’s the ONE Thing I can do such that by doing it everything else will be easier or unnecessary?

Goal Setting To The Now GOAL:Identify the ONE Thing you can do today to be on track for your One-Year Goal such that by doing it everything else will be easier or unnecessary.

MY FIVE-YEAR GOAL IS…

BASED ON MY FIVE-YEAR GOAL, THE ONE THING I CAN DO THIS YEAR SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…

BASED ON MY ONE-YEAR GOAL, THE ONE THING I CAN DO THIS MONTH SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…

BASED ON MY MONTHLY GOAL, THE ONE THING I CAN DO THIS WEEK SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…

BASED ON MY WEEKLY GOAL, THE ONE THING I CAN DO TODAY SUCH THAT BY DOING IT EVERYTHING ELSE WILL BE EASIER OR UNNECESSARY IS…

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5

- The ONE Thing

TOOL #4: TIME BLOCKINGGoal Setting To The Now

RESULTS

WHERE YOU WANT TO GO

WHAT YOU DO TODAY

EXTRAORDINARY

become possible when

is completely aligned with

83

GOAL:

“The people who achieve extraordinary results don’t achieve them by working more hours. They achieve

them by getting more done in the hours they work.”

- The ONE Thing

Devise a plan for utilizing time blocking to get what matters most done.

MONDAY WEDNESDAY FR I DAYTUESDAY THURSDAY SATURDAY SUNDAY

1

8

15

22

3

10

17

24

5

12

19

26

2

9

16

23

4

11

18

25

6

13

20

27

7

14

21

28

PLAN

PLAN

PLAN

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

Your ONE Thing

VACATION

GOAL:Devise a plan for utilizing time blocking to get what matters most done.

THE ACTIVITIES I CURRENTLY TIME BLOCK FOR ARE…

THE ACTIVITIES I WOULD BENEFIT FROM TIME BLOCKING FOR ARE…

#TAKEACTION: I COMMIT TO BLOCKING OUT PLANNING TIME ON MY CALENDAR EACH WEEK ON THE FOLLOWING DAY AND TIME:

I commit to putting this on my calendar by:

Completed on:

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5 TOOL #5: THE CYCLE OF ACCOUNTABILITYGoal Setting To The Now

You’ve got a problem with accepting personal

accountability!Yeah, and whose

fault is that?

Reality Shows Up

What Do I Need to Do Differently? SUCCESS

Take Action

YOU CAN ONLY CHANGE WHAT YOU ADMIT YOU OWN

GOAL:Choose to live the Cycle of Accountability.

ONCE CURRENT OUTCOME I AM NOT SATISFIED WITH IS…

THE REALITY OF THE SITUATION IS…

#TAKEACTION: BECAUSE I AM RESPONSIBLE FOR THIS SITUATION, I AM CHOOSING THE FOLLOWING SOLUTION/S…

I commit to implementing this solution by:

Completed on:

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WHEN YOU HAVE

MONEY?ENOUGH

HOW WILL YOU KNOW

GOAL:Recognize financial wealth as the material foundation necessary for funding your personal mission.

IN ORDER TO FULFILL MY PERSONAL MISSION AT THE HIGHEST LEVEL I ESTIMATE THE DOLLAR AMOUNT I NEED TO BE…

THE FINANCIAL GOALS I AM GOING TO FOCUS ON THIS YEAR IN ORDER TO BUILD MY FINANCIAL WEALTH ARE…

#TAKEACTION: THE FIRST ACTION I AM GOING TO TAKE TOWARD MY FINANCIAL GOALS IS…

I commit to completing this by:

Completed on:

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6The Rules of Money

IT’S ALL ABOUT ABUNDANCE

Key Relationships

Key Areas of Discipline

Personal Mission

ABUNDANCEWEALTH =

95

GOAL:

“A truly wealthy life is an abundant life! It is a life marked with GREAT PLENTY in our key

relationships, our key areas of discipline, and in the accomplishment of our personal mission!”

- Gary Keller

Embrace wealth as abundance in all areas of life.

A FINANCIALLY WEALTHY PERSON

Someone who has accumulated the wealth that delivers the unearned income (passive) necessary to become

self-actualized and achieve their personal life mission

GOAL:Embrace wealth as abundance in all areas of life.

MY PLAN FOR CREATING THE FINANCIAL WEALTH NECESSARY TO FUND MY PERSONAL LIFE MISSION IS…

EVIDENCE OF ABUNDANCE IN MY LIFE THAT IS NOT RELATED TO MY FINANCES IS…

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6 WEALTH IS A STATE OF MINDThe Rules of Money

I choose HAPPINESS.

I know my MISSION.

I am focused on WHAT MATTERS MOST.

I attract money and success by PURSUING MY MISSION.

I use selected discipline to create EMPOWERING HABITS.

I surround myself with people who SUPPORT MY MISSION.

GOAL:Decide to adopt a wealthy mindset.

HAPPINESS SHOW UP IN MY LIFE IN THE FOLLOWING WAYS…

MY PERSONAL MISSION IS…

THE PEOPLE IN MY LIFE WHO SUPPORT ME IN ACCOMPLISHING MY MISSION ARE…

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6

Establish FINANCIAL GOALS

Choose to STUDY MONEY

SAVE first – then PAY WITH CASH

NEEDS before wants

REPAIR or BUY USED before buying new

Purchase INSURANCE PROTECTION

Follow a SEQUENTIAL INVESTMENT STRATEGY

Help others through GENEROUS GIVING

Follow a BUDGET

Determine YOUR PERSONAL MISSION

SUCCESSFUL PERSONAL MONEY MANAGEMENTThe Rules of Money

1

2

3

4

5

6

7

8

9

10

GOAL:Learn the rules of money and choose to follow them.

HOW AM I DOING WITH BUDGETING?

WHO ARE MY FINANCIAL ROLE MODELS AND MENTORS?

#TAKEACTION: THE ACTION I COMMIT TO TAKING TO IMPROVE MY PERSONAL MONEY MANAGEMENT IS….

I commit to completing this by:

Completed on:

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REALITY CHECKThe Rules of Money

6THE GOAL:Passive income of $100K/year

WHAT YOU’LL NEED:$2.5M @ 4.0% return (tax free) = $100K/year

THE HYPOTHETICAL:Say you make $100K annually ...

$100K ANNUAL INCOME

– $30K INCOME TAXES

– $30K ANNUAL SAVINGS

= $40K TO LIVE

¬ 10 years = $300K¬ 20 years = $600K¬ 40 years = $1.2M¬ 80 years = $2.4M

YOU CAN’T SAVE YOUR WAYTO FINANCIAL SUCCESS

GOAL:Discover what it takes to save your way to $100K in passive income after taxes.

MY CURRENT NET WORTH IS…

MY NET WORTH GOAL IS…

THE AMOUNT OF PASSIVE INCOME I CURRENTLY RECEIVE IS…

MY PASSIVE INCOME GOAL IS…

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6

FOUR CHOICES FOR CASH FLOW

TWO BASIC INVESTMENT CHOICES

TWO BASIC POSITIONS

THE PATH OF MONEYThe Rules of Money

HUMAN CAPITALYou Work for Money

CASH FLOW

SPEND SAVE

ACTIVEPASSIVE

DONATE INVEST

OWN

FINANCIAL RETURNS

LEND

CAPITAL ASSETSYour Money Works for You

LEND• Owner Financing• Private Lending

LEND• Money Markets• CDs• Bonds• T-Bills

OWN• Businesses• Real Estate

OWN• Stocks• REITs• Mutual Funds

YOU CONTROL ITTHEY CONTROL IT

GOAL:Explore opportunities for leveraging money to create financial wealth.

CURRENTLY I ALLOCATE THE FOLLOWING PERCENTAGES OF MY CASH FLOW TO SPENDING, SAVINGS, INVESTING, AND CHARITABLE CONTRIBUTIONS…

ARE THESE PERCENTAGES LEADING TO THE RESULTS I DESIRE?

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6 AN INVESTMENT PATH

MONEY LIVES ON THE OTHER SIDE OF FEAR

The Rules of Money

YRS 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% 20%1 1,200 1,213 1,226 1,240 1,253 1,267 1,281 1,295 1,309 1,324 1,338

2 2,400 2,451 2,503 2,556 2,611 2,667 2,724 2,783 2,844 2,906 2,970

3 3,600 3,713 3,831 3,953 4,081 4,213 4,351 4,494 4,643 4,799 4,960

4 4,000 5,001 5,213 5,437 5,673 5,921 6,183 6,460 6,752 7,061 7,387

5 6,000 6,315 6,652 7,012 7,397 7,808 8,249 8,720 9,225 9,766 10,345

6 7,200 7,656 8,149 8,684 9,264 9,893 10,576 11,317 12,123 13,000 13,953

7 8,400 9,023 9,708 10,459 11,286 12,196 13,198 14,303 15,521 16,867 18,353

8 9,600 10,419 11,329 12,344 13,476 14,740 16,153 17,733 19,504 21,490 23,718

9 10,000 11,842 13,017 14,345 15,848 17,550 19,482 21,677 24,174 27,017 30,259

10 12,000 13,294 14,774 16,470 18,417 20,655 23,234 26,209 29,647 33,626 38,236

15 18,000 21,006 24,691 29,227 34,835 41,792 50,458 61,285 74,858 91,921 113,429

20 24,000 29,529 36,800 46,435 59,259 76,570 99,915 131,635 174,946 234,349 316,148

25 30,000 38,947 51,504 69,646 95,734 133,789 189,764 272,728 396,522 582,331 862,671

30 36,000 49,355 69,636 100,954 150,030 227,933 352,991 555,706 887,048 1,432,529 2,336,080

(Interest Rates Compounded Monthly)

$100 INVESTED MONTHLY

GOAL:Decide to start investing today.

SOME OF THE FEARS I HAVE RELATED TO MONEY ARE…

YET BECAUSE I AM COMMITTED TO FUNDING MY PERSONAL MISSION, I AM GOING TO OVERCOME THOSE FEARS THROUGH…

#TAKEACTION: THE FIRST ACTION STEP I COMMIT TO TAKING IS…

I commit to completing this by:

Completed on:

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6 THE TRUTH ABOUT MONEYThe Rules of Money

MONEYWON’T

IT WILLCHANGE YOUEXPOSE

YOU

107

GOAL:

“It’s not about the money... It’s about being the best you can be!”

- Gary Keller

Choose to make your pursuit of money about funding your purpose.

SIX TRUTHS ABOUT MONEY

The key to happiness is not more money. Happiness is happiness. Money is money.

Whatever your life is about, more money will amplify it.

Money will come to you when you are doing the right thing(s).

You can’t buy style with money. You can’t buy good taste or good decisions with money. You can only buy more with more money.

Money has its own rules and disciplines. If you choose not to learn them you are choosing financial illiteracy.

Our life quest is to have the best life in the time available to us. Money doesn’t buy value as it pertains to the best life possible.

1

2

5

3

6

4

GOAL:Choose to make your pursuit of money about funding your purpose.

I USE THE FOLLOWING AFFIRMATION TO SUPPORT ME IN MY COMMITMENT TO FUND MY PERSONAL MISSION…

WHAT DOES MY PERSONAL BEST LIFE LOOK LIKE?

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110 111

REVEALWITHIN

THE

POSSIBILITIESUNLEASH

YOU

THE

EXTRAORDINARY

TAKE CONTROL OF YOUR

THOUGHTS

CREATE EMPOWERING

HABITS

“Happiness happens on the way to fulfillment.” - Gary Keller

FUND

DESIRE

THE

LIFE YOUMAXIMIZE

YOURPOTENTIAL

UNEARTH YOUR PERSONAL

MISSION

BUILD FINANCIAL WEALTH

INTENTIONGO LIVE A LIFE OF

MY PERSONAL MISSION IS…

THIS IS IMPORTANT TO ME BECAUSE…

EVIDENCE IN MY LIFE THAT HAPPINESS HAPPENS ON THE WAY TO FULFILLMENT IS…